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Andrew Jon Merkin

THE Jeffrey Matthews Financial Group, LLC

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About Andrew Jon Merkin

Andrew Merkin is a financial advisor with over 30 years of experience in the industry. Andrew is currently registered with The Jeffrey Matthews Financial Group, LLC. Andrew holds Series 7 and Series 63 licenses and has been a registered representative since 1989. Prior to joining The Jeffrey Matthews Financial Group, LLC, Andrew was previously registered with Comprehensive Asset Management and Servicing, Inc., Royal Alliance Associates, Inc., Park Avenue Securities LLC, MML Investors Services, Inc., New England Securities, G. R. Phelps & Co., Inc., and Integrated Resources Equity Corporation. Andrew is licensed to provide securities advice and investment products in Florida, New Jersey, and New York.

Firm Information

Andrew Merkin is currently registered with THE Jeffrey Matthews Financial Group, LLC. THE Jeffrey Matthews Financial Group, LLC is a Limited Liability Company formed in October 1996. The firm is registered with the SEC and in 49 states.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrew Merkin’s Registration & Firm History

NJ

05/31/2016 - Present

THE Jeffrey Matthews Financial Group, LLC (FLORHAM PARK NJ)

NJ

04/04/2008 - 05/24/2016

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)

NJ

10/21/2005 - 10/23/2006

ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)

NY

07/02/2003 - 04/15/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

MA

03/01/1996 - 11/22/2002

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

05/13/1992 - 10/15/1997

NEW ENGLAND SECURITIES (NEW YORK NY)

NA

02/05/1992 - 03/01/1996

G. R. PHELPS & CO., INC.

AZ

11/19/1989 - 07/24/1991

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

06/20/1989 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 10/27/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Jon Merkin.
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